Lydia Carreiro Sheckels
Chief Investment Officer bij Wescott Financial Advisory Group LLC
Oorsprong van het eerstegraads netwerk van Lydia Carreiro Sheckels
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions.
7
| Subsidiary | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lydia Carreiro Sheckels via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Temple University (Pennsylvania) | College/University | Undergraduate Degree Undergraduate Degree | |
Urban Affairs Coalition
Urban Affairs Coalition Miscellaneous Commercial ServicesCommercial Services Urban Affairs Coalition provides social and professional services. It works with business and community leaders to provide economic development, education and workforce development for needy neighborhoods in Philadelphia. The company assists other grassroots organizations by providing financial management services, as well as loans and grants. The firm is funded through government and foundation grants, corporate contributions and individual donations. Urban Affairs Coalition was founded in 1991 and is headquartered in Philadelphia, PA. | Miscellaneous Commercial Services | Director/Board Member | |
Clemson University | College/University | Masters Business Admin | |
Bob Jones University | College/University | Undergraduate Degree | |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Portfolio Manager-Equities | |
Bateman, Eichler, Hill Richards Realty Co., Inc.
Bateman, Eichler, Hill Richards Realty Co., Inc. Investment Banks/BrokersFinance Part of Wells Fargo & Co., Bateman, Eichler, Hill Richards Realty Co., Inc. provides securities brokerage services. The company is based in Los Angeles, CA. | Investment Banks/Brokers | Corporate Officer/Principal | |
PartnerRe Asset Management Corp.
PartnerRe Asset Management Corp. Investment ManagersFinance PartnerRe Asset Management Corp. is an investment management firm headquartered in Stamford, Connecticut. The firm is a subsidiary of PartnerRe US Corp., ultimately owned by Covéa SGAM in France. PartnerRe Asset Management provides investment products and services to various clients. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
University of Florida | College/University | Undergraduate Degree | |
Johnson Graduate School of Management | College/University | Masters Business Admin | |
Horizons West Capital Partners LLC
Horizons West Capital Partners LLC Investment ManagersFinance Horizons West Capital Partners LLC is an investment advisory firm founded in 2008. The private company is based in Newtown, CT. The company provides investment advice to its clients. | Investment Managers | Corporate Officer/Principal | |
Ithaca College | College/University | Undergraduate Degree | |
Pitcairn Group LP
Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Analyst-Equity | |
Boston College | College/University | Undergraduate Degree | |
SEI Investments Management Corp.
SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Drexel Morgan Capital Advisers, Inc.
Drexel Morgan Capital Advisers, Inc. Investment ManagersFinance Drexel Morgan Capital Advisers, Inc. (DMCA) is a wealth management firm headquartered in Radnor, Pennsylvania. The firm was founded by Dr. James McCabe in 1980 as McCabe Capital Managers Ltd. They are wholly-owned by Drexel Morgan & Co., a financial holding company and federally registered investment adviser. DMCA offers advisory services to high net-worth individuals and families, trusts, charitable organizations, endowments, corporations, investment partnerships, pension funds and other SEC registered advisers. | Investment Managers | Investment Committee Member | |
RG/2 Claims Administration LLC
RG/2 Claims Administration LLC Miscellaneous Commercial ServicesCommercial Services RG/2 Claims Administration LLC is a boutique administrator that provides accurate and reliable notice and administration services for claims. The private company is based in Philadelphia, PA and offers cost-effective and timely administration of claims through technology-based solutions. The company's team of attorneys, accountants, and class action professionals work to develop the best plan to suit the needs of their clients. RG/2 Claims Administration prides itself on the personal attention they offer for each matter, no matter the size or complexity. The company was founded by Grant Rawdin and Michael A. Gillen, and Grant Rawdin has been the CEO since incorporation. | Miscellaneous Commercial Services | Chief Executive Officer | |
Temple University Beasley School of Law | College/University | Graduate Degree | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 22 |
Sectoraal
Consumer Services | 11 |
Finance | 10 |
Commercial Services | 3 |
Operationeel
Corporate Officer/Principal | 7 |
Undergraduate Degree | 7 |
Portfolio Manager-Equities | 6 |
Investment Committee Member | 5 |
Market Strategist | 4 |
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